ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 618 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $209,315 | +8.3% | 1,995 | +12.3% | 0.07% | +10.9% |
Q2 2023 | $193,353 | +17.3% | 1,776 | 0.0% | 0.06% | +6.7% |
Q1 2023 | $164,831 | +52.2% | 1,776 | +20.3% | 0.06% | +17.6% |
Q4 2022 | $108,294 | +0.3% | 1,476 | 0.0% | 0.05% | 0.0% |
Q3 2022 | $108,000 | -23.9% | 1,476 | -16.9% | 0.05% | -33.8% |
Q2 2022 | $142,000 | +17.4% | 1,776 | +51.0% | 0.08% | +28.3% |
Q1 2022 | $121,000 | -10.4% | 1,176 | 0.0% | 0.06% | -11.8% |
Q4 2021 | $135,000 | +13.4% | 1,176 | 0.0% | 0.07% | +1.5% |
Q3 2021 | $119,000 | -1.7% | 1,176 | 0.0% | 0.07% | -1.5% |
Q2 2021 | $121,000 | +17.5% | 1,176 | 0.0% | 0.07% | 0.0% |
Q1 2021 | $103,000 | +28.8% | 1,176 | +24.6% | 0.07% | +13.3% |
Q4 2020 | $80,000 | +63.3% | 944 | +300.0% | 0.06% | +20.0% |
Q1 2020 | $49,000 | – | 236 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PGIM Custom Harvest LLC | 4,262,531 | $395,605,502 | 16.42% |
Mendel Capital Management LLC | 118,534 | $11,001,111 | 9.94% |
Buttonwood Financial Group, LLC | 94,654 | $8,784,756 | 8.76% |
Pariax, LLC | 29,138 | $2,704,298 | 8.23% |
Signature Wealth Management Partners, LLC | 73,245 | $6,797,934 | 6.31% |
Stonebridge Financial Planning Group, LLC | 88,217 | $8,187,453 | 5.28% |
EWG Elevate Inc. | 126,857 | $11,773,623 | 5.02% |
Quantitative Advantage, LLC | 356,495 | $33,086,311 | 4.80% |
West Wealth Group, LLC | 96,739 | $8,978,305 | 4.16% |
COTTONWOOD CAPITAL ADVISORS, LLC | 46,688 | $4,333,103 | 3.99% |